Wealth Effects LLC First Trust Small Cap Growth A Transaction History

Wealth Effects LLC

  • $255 Million
  • Q4 2024

A detailed history of Wealth Effects LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Wealth Effects LLC holds 3,907 shares of FYC stock, worth $312,247. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,907
Previous 3,482 12.21%
Holding current value
$312,247
Previous $258,000 17.05%
% of portfolio
0.12%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$72.19 - $84.64 $30,680 - $35,972
425 Added 12.21%
3,907 $302,000
Q3 2024

Oct 21, 2024
BUY
$65.44 - $74.98 $27,812 - $31,866
425 Added 13.9%
3,482 $258,000
Q2 2024

Aug 02, 2024
SELL
$60.92 - $67.49 $13,097 - $14,510
-215 Reduced 6.57%
3,057 $201,000
Q1 2024

Apr 22, 2024
SELL
$59.23 - $65.69 $1,776 - $1,970
-30 Reduced 0.91%
3,272 $214,000
Q4 2023

Jan 29, 2024
BUY
$51.5 - $64.02 $170,053 - $211,394
3,302 New
3,302 $207,000
Q2 2022

Aug 03, 2022
BUY
$52.17 - $69.13 $417 - $553
8 Added 0.19%
4,163 $225,000
Q4 2021

Feb 09, 2022
BUY
$70.02 - $80.47 $290,933 - $334,352
4,155 New
4,155 $310,000

Others Institutions Holding FYC

# of Institutions
102
Shares Held
3.73M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP GROWTH A

FYC Quotes by TradingView
  • Ticker FYC
  • Sector ETFs
  • Industry ETFs
More about FYC
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